1330 results found
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Practice Manager | Clients - Digital ID integration
With the movement towards Digital ID (MyID, Auspost Digital ID, Connect ID).
https://www.digitalidsystem.gov.au/
It would be convenient if we could onboard clients using these systems. Would ensure that details were correct and identify the clients at the same time.
Is Xero working on this?
1 vote -
AU Tax - ITR signatory for deceased or incapacitated individuals
Where the individual client title has been changed to "Executor for" or "Representative for" the declarations should also be updated with this information. Currently the declarations still just use the individual name, who may be deceased or unable to sign on their own behalf.
4 votes -
XPM - Replace Radio Buttons with Check Boxes
When preparing an invoice, it would be great if you could replace the radio buttons with check boxes within tasks and also be able to bulk update the Billable status on timesheet entries within a task to Yes, No or Future.
If you have a task with a lot of timesheet entries, and you only want to bill a few of them, it's very time consuming to have to select one by one to change the Billable status to Future.7 votes -
Workpapers - Ability to reorder/rearrange accounts (lines) on a workpaper
Please add ability to reorder accounts (lines) on a workpaper in Xero Workpaper. This is painful both for automatically populating workpapers (which go in the impractical alphabetical order) and custom workpapers (where every new line is added at the bottom...).
5 votes -
gst export
GST transactions (in GST Return) - The description is now the payment supplier or customer instead of the description on the invoice or transaction. And the links are now going to the payment or payment batch rather than to the invoice so then you need to look for the invoice you are trying to verify. Can the link please be the actual invoice being paid?
2 votes -
NZ Tax - Automatically create tax returns on recurring jobs
Automatically Create Tax Returns based on the entity type to the recurring yearly jobs.
Hoping if there is a way to get XPM to add the tax returns for an entity and related party when the recurring job is created for each tax type associated to the entity i.e. if its a company then it attaches that financial year's tax return to the job along with the tax type for the associated parties to the same job. This, of course, to be setup once and may need to be tweaked.
1 vote -
hubdoc
Calculator function in the dollar fields -- Reckon accounts has a function where, if you need to split a total into 2 or more lines, you can subtract it from within the dollar field just by pressing the minus button. Then to enter the result into the dollar field you just press the enter key. See screenshot.
1 vote -
Workpapers - Check box next to suppliers names when received their statements
To have a check box next to supplier when you have matched their monthly statements so you know who is left to receive a statement from
6 votesAaah wait, sorry just saw this is for Workpapers not Bills in Xero, Teresa. M suggestion of the notes on a contacts record may not be as useful for this scenario.
While no plans for this at present, we'll get a feel for the interest of this here. Thanks
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AU Tax - Ability to change password for Outcome of Assessment(OoA)
see CX0014868568
can we modify the password settings?
we prefer dd/mm/yyyyor allow us to modify the password in whatever way we see fit.
the current method of dd-Mmm-yyyy with the first letter of the month being capitalise gets cumbersome for clients
1 voteThanks for sharing your idea in the forums here, Christopher. There aren't any plans around this right now, but we'll gain a sense of the interest for being able to edit the password for OoA's from your idea here, and share if there's any news.
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Workpapers - Auto calculate Interest Accruals
It would be great if Xero recognised Bank term deposits or Pie deposits, and could record the interest rate, compounding periods, and calculate accruals to balance date.
1 vote -
UK Tax - Corporation Tax Marginal Relief computation
Please can the corporation tax computation include a calculation of the marginal relief.
This would need to include the amount of associated companies and the calculation of the marginal relief amount rather than just showing the total of marginal relief.
7 votes -
Quick Access to Journal
Add the function to create a new Journal to the '+'.
No need to go on to a journal report and then select add new journal.
2 votes -
NZ Tax - Customise declaration
It would be good to be able to customise the Declaration that is just above the signing line in the Tax Returns. The default wording is quite broad, and it we would prefer to be able to customise it to reduce our risk. Clients are not always truthful in reporting all income, and we need to protect ourselves.
2 votes -
Report Templates - Export to docx
Report templates do not support advanced layout structure and require marginal adjustments often.
Currently, export in docx format (or other MS Word compatible formats) is not supported and the Xero Team recommends to convert .xlsx into .docx which is not ideal and takes a long time.I suggest offering the possibility to export Xero reports that have been filled out (based on Reports templates) to .docx or MS word compatible formats.
2 votes -
XPM - Notification of draft invoices
It would be great if there was some automatic notification to the client/job manager that a draft invoice has been raised and is awaiting approval.
Probably just one email per day so they are not being spammed!
5 votes -
XPM (AU) - Automatic retrieval / daily scheduling of PLS report
Currently, retrieval of PLS Reports (EFT reconciliation report for client trust payments) relies on a manual Retrieval. It would be ideal if this report could be set to automatic retrieval.
6 votes -
general ledger opening balances
General Ledger Detail - Opening Balances - The Option in More..allows you to tick the box to include Opening and Closing Balances, but when the report runs it does not show the opening balances. Please fix this up.
2 votes -
AU Tax - Warning for tax claim code A
individual tax return shouldn't validate if tax claim code A used in Medicare section but a spouse is reported , or should at least be a warning ...?
2 votes -
Printing invoice
Customize the invoice template according to the need of the organization. On the template over the setting it should give the possibility for adding extra rubrics or fields that it will appear in the invoice as a separate section and just not adding in the "Description" field. Especially when we have to use two currencies and the exchange rate. And also when print the invoice out it doesn't as on the print preview.
2 votesJust trying to get a better understanding of your idea here, when you say you want to add extra fields and rubics could you share a little more of what you'd want to add in?
Atm, with an advanced invoice template you can customise the template using the DocX template where you'll find there are extra fields that you can choose to include. If you want a permanent message that will show on all invoices you could add this as static text.
It sounds like advanced invoice templates could possible meet your needs here.
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Xero HQ | Client insights - Ability to change date range
Within insights you should be able to change the date ranges for data so you can see for example revenue for 12 months etc.
3 votes
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